Company Overview
At Modernize (a QuinStreet division) our mission is to simplify home improvement by inspiring motivated homeowners and connecting them with qualified contractors. Our foundation is based on 20 years as a driving force as Home Improvement Leads in online lead generation – connecting homeowners with high–quality contractors – in the $500 billion annually grossing home improvement market. We’re working hard on a new brand and new products to cater to homeowners and the most successful contractors in the industry.
We’re looking for sharp, motivated individuals to join our growing team. Teammates who enjoy using technology to solve problems will thrive in our dynamic startup environment. We have an open floor plan that encourages the entire team to participate in critical discussions and allows everyone to be a vital contributing factor. You’ll enjoy our hip, newly renovated office in the heart of downtown with a view of the capital and the downtown skyline.
Job Category
As an Account Management Operations Associate, you’ll play a key role in building and supporting the operational infrastructure that powers our Account Management team. This role is perfect for someone who’s technically capable, process-driven, and motivated by problem-solving and project ownership.
You’ll maintain and improve our systems (Salesforce), utilize account data to provide insights to leaders and AMs to maximize customer spend, and lead scoped projects that enable our team to scale efficiently. This role reports directly to the Senior Manager of AM Operations and supports a fast-moving team that thrives on clarity, accountability, and structure.
Responsibilities
- Support the operational needs of the Account Management organization—partnering with stakeholders to maintain efficiency, consistency, and clarity
- Maintain and optimize our Salesforce configuration for AM workflows; support basic admin tasks such layouts, data integrity, and reporting/dashboards
- Assist in enforcing system hygiene, clear process documentation & compliance
- Project Manage scoped operational projects (e.g., improving reporting structure, streamlining workflows, or redesigning performance trackers)
- Translate business needs into structured solutions—identifying ways to automate, improve, or simplify
- Support AM enablement by organizing internal communications, tools, agendas, and meeting cadences
- Coordinate with cross-functional teams (Marketing, Product, Analysts, Operations) to collaborate on projects and workflows
- Handle sensitive performance and account information with professionalism and discretion
Requirements
- 2+ years of experience in an account management, operations, or revenue support role preferred in home services or financial services
- Hands-on experience with Salesforce (reporting, admin basics, data structure)
- Strong analytical skills—you’re comfortable working in spreadsheets
- Experience driving small to mid-size projects to completion
- Effective communicator—able to document processes clearly and explain recommendations to technical and non-technical audiences
- Inquisitive and proactive—you don’t wait for direction; you look for the “why” and bring solutions
- Strong organizational habits and ability to context switch between quick-turn tasks and longer-term projects
- Comfortable in a fast-paced, ever-changing environment—you’re resilient, flexible, and quick to adapt when priorities shift or projects evolve
- Creative and can think outside the box for tooling or process solutions to improve workflows.
- Experience in a performance marketing or lead generation environment
- Exposure to Tableau or similar visualization tools
- Familiarity with automation tools or systems integrations
- Experience supporting Account Management or Customer Success teams
Modernize (a QuinStreet division) is an equal opportunity employer. We do not discriminate based on race, color, religion, national origin, pregnancy status, sex, age, marital status, disability, sexual orientation, gender identity, or any other characteristics protected by law.
Please see QuinStreet’s Employee Privacy Notice here.
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